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Director of Financial Planning and Analysis

Simpson Judge

New York (NY)

On-site

USD 200,000 - 250,000

Full time

15 days ago

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Job summary

A high-growth B2B fintech company is looking for a Director of Financial Planning and Analysis in New York. This strategic role requires strong leadership, financial modeling expertise, and the ability to collaborate with executive stakeholders. The successful candidate will develop complex financial strategies and contribute to high-level decision-making in a fast-paced environment.

Benefits

Flexible, remote-first working environment
Unlimited PTO
Competitive compensation and benefits package
Medical, dental, vision, and mental wellness coverage
Life insurance, short- and long-term disability coverage
401(k) plan
Home office setup allowance
Regular virtual team-building events

Qualifications

  • 5+ years of experience in FP&A or strategic finance.
  • Advanced Excel and financial modeling skills.
  • Comfortable with GSuite tools and data visualization.

Responsibilities

  • Develop and maintain financial models for strategic initiatives.
  • Prepare investor and board-facing materials with insights.
  • Lead annual budgeting processes and track financial results.

Skills

Financial Modeling
Cross-functional Collaboration
Data-driven Decision Making
Communication
Presentation Skills
Technological Savvy

Education

Bachelor’s degree in Finance
Bachelor’s degree in Accounting
Bachelor’s degree in Economics

Tools

Excel
GSuite
Tableau

Job description

Director of Financial Planning and Analysis
Director of Financial Planning and Analysis

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This range is provided by Simpson Judge. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200,000.00/yr - $250,000.00/yr

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Director - US Recruitment - Simpson Judge Ltd

About the Company

My client is a high-growth, global B2B fintech company that is redefining how large enterprises handle procurement and payments. Their platform-driven solution simplifies the buying process for complex organizations, enabling smoother vendor interactions, faster payments, and stronger internal controls.

Their software and services are already being used by some of the world’s largest corporations and are recognized for innovation within the procurement technology space. With strong financial backing and operations across nearly 50 countries, they are scaling rapidly and seeking top-tier talent to support their continued expansion.

About the Role

My client is seeking a strategic, detail-oriented finance professional with strong leadership capabilities to join their team. This role is ideal for someone who thrives in a fast-paced, data-driven environment and has experience working with executive leadership. The right candidate will be skilled at cross-functional collaboration, financial modeling, and driving strategic insights that influence high-level decisions.

Key Responsibilities

  • Develop and maintain complex financial models to support the company’s long-term strategic initiatives and scenario planning
  • Prepare investor and board-facing materials, highlighting key insights, metrics, and financial performance
  • Contribute to pricing strategy across multiple product offerings and business models
  • Lead annual budgeting processes and track financial results against goals and milestones
  • Drive rolling quarterly forecasting and manage versioning of financial projections
  • Analyze operational and financial data to support executive-level decision making
  • Lead financial evaluations of strategic projects and initiatives across the organization

Ideal Candidate Profile

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 5+ years of experience in FP&A, strategic finance, or a related function
  • Advanced Excel and financial modeling skills; comfortable working with GSuite tools
  • Familiarity with data visualization tools such as Tableau is preferred
  • Strong communication and presentation skills; able to work with C-suite stakeholders
  • Technologically savvy with the ability to quickly adapt to new systems and tools

Perks and Benefits

  • Flexible, remote-first working environment with unlimited PTO
  • Competitive compensation and benefits package
  • Medical, dental, vision, and mental wellness coverage
  • Employer-supported FSA/HSA plans
  • Life insurance, short- and long-term disability coverage
  • 401(k) plan
  • Home office setup allowance
  • Regular virtual team-building events and occasional in-person retreats
Seniority level
  • Seniority level
    Director
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Accounting/Auditing
  • Industries
    Financial Services, Technology, Information and Media, and Accounting

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